Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 268.87

+4.6%

Jan 2 9:30 AM EST

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To: Tony Viola who wrote (40693)	12/11/2000 3:59:33 PM
From: Proud_Infidel	Read Replies (3) of 70976

OT for Tony V SUNW seems to be hitting a reality check today, one which we agreed long ago is overdue. When a company needs to get its customers to sign gag orders to not talk of problems with their equipment, I have a hard time seeing the market assign them ludicrously high multiples. Finally, we are seeing some rational thought with SUNW. But how many people on CNBC have been touting this at much higher levels over the past few months? They simply recommend what is en vogue at the moment. BK

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